Everything from the first enquiry to the renewal.
Sales, quotations, installation, service and partners work from one record, so nothing is typed twice.
Know the customer, follow the lead
People, organisations, enquiries and follow-ups live together. Each one has a timeline, so the next person to pick up the work sees what happened.
Contacts and organisations
Keep people and organisations with several phones and emails each. Duplicates are found by phone, email or tax id, and you can merge them.
Leads and pipelines
Run several pipelines with a board and a list view. Close a lead as won, lost or closed with a reason.
Transfers, mass actions, import
Transfer leads, act on many at once, and import leads and contacts from CSV, XLS or XLSX with column mapping and an error report.
Activities and follow-ups
Log calls, meetings, visits, notes and tasks on any record. A calendar, reminders and overdue alerts keep follow-ups from slipping.
Tags
Put coloured tags on any record and filter every list by tag.
Products
Keep a catalogue of goods and services with a tax code, warranty and specs. A product can have a floor that needs approval.
Warehouses and stock
Track stock on hand, allocated and available. Record receipts, transfers, adjustments and dispatch with serial numbers.
Targets and incentives
Set targets per person, group and branch, watch live progress, and run approved incentive payouts.
Call logging
Calls are logged on the customer record. Missed calls raise an alert, and you can attach a file of your own to a call.
Totals the server works out
Every total and every tax line is worked out on the server, so a figure cannot be changed in the browser.
- Four tax modes: GST India, simple multi-rate tax, VAT, or no tax.
- Line and overall discounts, with revisions of each quotation.
- Templates and terms, shown as you edit.
- Print a quotation as a PDF, in English or Hindi.
- Send by email through your own SMTP server. It connects to WhatsApp when you add your account.
- A quote below the set minimum, or over a discount limit, waits for an approver. Nobody approves their own request.
- Accepting a quotation reserves stock and marks the lead won.
- Sales orders from an accepted quotation or entered directly, with partial dispatch, delivery proof and a proforma PDF.
- Tax invoices from a quotation, an order or by hand. The number is given when the invoice is issued.
- Payment collection is off until you turn it on in Settings > Modules.
From a won deal to a signed visit
When a lead is won, the items sold become assets to install. Warranty, visits, contracts and tickets all hang off them.
Assets
One asset per serial number is created when a lead is won. Warranty can run by date, by usage, or whichever ends first.
Visits
Book installation, preventive, breakdown and survey visits. Use the due board and the calendar.
Visit job screen
Check in with GPS, work through the checklist, add parts and photos, then close with the customer's signature or OTP.
Warranty start
Closing an installation visit starts the warranty. It cannot be closed without a signature or OTP.
Service contracts
Sell maintenance and warranty-extension contracts over assets. Renew in one click, with alerts 30 days before expiry.
Tickets with SLA clocks
Tickets have categories, priorities, a board and SLA timers. Breaches are flagged, and the customer can get a satisfaction link.
People who bring in business
Track the partners who sell for you or send you leads, and see what each one brought in.
Channel partners
Resellers and distributors with territory, discount, credit limit, a yearly target and progress against it.
Referral partners
Referrers sign up on a public page with captcha and phone OTP. An admin approves them, commission builds up when a referred lead is won, and payouts are recorded.
Routine follow-up that runs by itself
Set a rule once. MerlinLead applies it every time the event happens.
Workflows
When an event happens and the conditions match, update fields, assign, tag, create tasks, send messages, call a webhook or wait. There is a run log and retry.
Webhooks
Send signed calls to other systems, with retries and a delivery log.
Web forms
Use a ready-made enquiry page or embed the form on your own site. Captcha, a honeypot, a rate limit and an origin list limit spam, and UTM details are kept.
Templates and campaigns
Email, WhatsApp and SMS templates with placeholders and per-language versions. Email a saved segment on a schedule, with an unsubscribe link.
Time-based reminders
Get a nudge when there is no activity, a follow-up is overdue, or a quotation is about to expire.
Imports and exports
Import from CSV, XLS or XLSX. Export any list to CSV or Excel.
Outside providers start in sandbox or log mode. WhatsApp, SMS, push messages, lead portals and calendars connect to the provider when you add your own account and keys in Settings > Integrations.
See where things stand
Numbers open the list behind them, so you can go from a total to the records that make it up.
- Four dashboards: Today, Sales, After-sales and Team. Build your own named dashboards.
- 24 built-in reports, with a print view and Excel export.
- Save and share filtered views.
- Global search finds a lead, a name, a phone number or a quotation number. Press Ctrl+K to open it.
- A My team view, and favourites you mark with a star.
- Settings let you switch modules on or off for each company.
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